MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

835 hedge funds and large institutions have $26.7B invested in iShares MBS ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 276 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.1%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.04%
New
85
Increased
390
Reduced
276
Closed
90
Calls
$80.3M
Puts
$19.1M
Net Calls
+$61.2M
Net Calls Change
+$21.4M

Top Buyers

1
Jane Street
Jane Street
New York
$779M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$231M
3
State Street
State Street
Massachusetts
$109M
4
SOMRS
State of Michigan Retirement System
Michigan
$145M
5
Bessemer Group
Bessemer Group
New Jersey
$91.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$708M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
3
Bank of America
Bank of America
North Carolina
$6.61B
4
Osaic Holdings
Osaic Holdings
Arizona
$29.5M
5
US Bancorp
US Bancorp
Minnesota
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
801
SRH Advisors
Kansas
$5.64K +$5.64K +61 New
CSWM
802
Cassady Schiller Wealth Management
Ohio
$5.64K +$5.64K +61 New
CWM
803
Consultiva Wealth Management
Puerto Rico
$5.64K +$5.64K +61 New
HR
804
Howe & Rusling
New York
$5.08K -$14.8K -160 -74%
BL
805
BFSG LLC
California
$5.08K -$1.11K -12 -18%
NFSG
806
Newbridge Financial Services Group
Florida
$5.08K +$1.02K +11 +25%
CBT
807
Central Bank & Trust
Kentucky
$4.71K – – –
CYG
808
Clean Yield Group
Vermont
$4.25K +$4.25K +46 New
BC
809
Barrett & Company
Rhode Island
$4.13K – – –
WT
810
Washington Trust
Rhode Island
$4.07K +$4.07K +44 New
ADL
811
Asset Dedication LLC
California
$4K +$4K +47 New
ETS
812
ESL Trust Services
New York
$3.97K +$3.97K +43 New
EWM
813
EPG Wealth Management
Georgia
$3.84K +$91 +1 +2%
TAM
814
Townsend Asset Management
North Carolina
$3.42K – – –
KSWA
815
Kathleen S. Wright Associates
Pennsylvania
$3.42K – – –
WAM
816
WFA Asset Management
Wisconsin
$3.14K +$3.14K +34 New
LFG
817
Larson Financial Group
Missouri
$2.87K – – –
WIA
818
Wetzel Investment Advisors
Indiana
$2.6K – – –
FCAS
819
First Command Advisory Services
Texas
$2.59K – – –
TCPG
820
Trivant Custom Portfolio Group
California
$2.4K -$435K -4,704 -99%
IRC
821
Investors Research Corp
Georgia
$2.13K – – –
PA
822
PSI Advisors
Florida
$1.76K – – –
CAM
823
Creekmur Asset Management
Illinois
$1.76K +$277 +3 +19%
WPWM
824
Western Pacific Wealth Management
Illinois
$1.76K +$1.76K +19 New
BCMLT
825
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.66K +$1.66K +18 New
31 32
33
34 35